For Software Freedom Day 2008, I spoke about the history, features, and costs of software freedom to an audience of about 70 people at the Philadelphia Area Computer Society (PACS). The event was co-sponsored by the New Jersey and Pennsylvania Ubuntu Local Communities.

Transcript (Incomplete)

[Speech lightly edited; time codes corresponding to above Ogg Vorbis file follow each paragraph]

Ron Homer, President of PACS:

I want to introduce Dave Harding with [gnuisance.net] to talk about software freedom day and free software and all that fun stuff. {00:12}

Before [Harding gets] started: after the main meeting, in the cafeteria, you’ll get a copy of the free software that we’re promoting today. {00:25}

David A. Harding, keynote speaker:

He just stole my entire speech! [Audience laughter] {00:27}

“First they ignore you, then they laugh at you, then they fight you, then you win.” Those are the words Mahatma Gandi used to describe the states of resistance to non-violent movements for change. {00:47}

This afternoon, I’d like to introduce you to one of those movements: the free software movement. The free in free software stands for freedom; it’s the same free as in the terms free speech or free market. {01:00}

I’m pleased to tell you that the enemies of free software are very clearly fighting us, placing us only one step away from victory according to Gandi. But the enemies of free software have also ignored us and they’ve laughed us, and I want to start my speech by telling you about how we overcame those challenges. {01:20}

After you hear the history of the free software movement, you may want to join us, or you may just want to use the tools we created in order to create freedom for ourselves. Either way, I will tell you to what it means to join the free software community and I will do it as fairly as possible: I will tell you about the good parts and I will conclude my speech by telling you about the not-so-good parts. {01:40}

So now let’s start with the history of the free software movement, which begins during the heyday of the microcomputer revolution. {01:50}

In 1975, the Altair went on sale. The Altair was an early microcomputer produced by a company called Micro Instrumentation and Telemetry Systems [MITS]; it was named after the original destination of the Enterprise in the classic Star Trek episode Amok Time. The Altair was a kit: you bought it and you assembled it yourself, and after you assembled it, there wasn’t much you could do with it because the only way to program the Altair was to flip a set of switches on the front of it and program in machine language op-codes. {02:26}

A teenage entrepreneur saw that as an opportunity: he contacted MITS and he offered to provide them with an interpreter for the BASIC programing language. The BASIC programing language would let people program their Altair in something resembling English. That young entrepreneur, Mr. [Bill] Gates, got his deal with MITS, and MITS contacted all of their customers and said, ``we will soon be able to sell to you a copy the interpreter for the BASIC programing language’’ — which they called Altair BASIC. {03:07}

But [MITS] didn’t get around to selling Altair BASIC right away; they kept telling their customers it would happen, but it never did — something like a lot of other Microsoft products in that regard. {03:16}

But the hobbyists, the people who wanted a copy of Altair BASIC so they could use the Altair computer they had bought, became frustrated. And one of them managed to surreptitiously acquire a pre-release version of Altair BASIC. He made 25 copies of it, and he brought it to the next general meeting of the Silicon Valley Homebrew Computer Club, a group like your own, and he gave away all 25 copies—for a promise: if you took a copy of Altair BASIC, you had to come back to the next meeting with two more copies you had to share with other people. {03:55}

Soon everybody in the Homebrew Computer Club who wanted a copy of Altair BASIC, had a copy, and Mr. Gates, who was supposed to receive part of the sales revenue for every copy of Altair BASIC sold, was quite upset. He wrote a letter to the members of the Homebrew Computer Club, which was published in the next newsletter; the letter was entitled An Open Letter to Hobbyists, and in the letter, Mr. Gates called the hobbyists thieves. And he said that they shouldn’t expect anyone to write software for them if they were going to continue to share software among themselves. Except he didn’t use the word share, he used the word steal. {04:34}

Mr. Gate’s words, and the actions of the members of the homebrew computer club, are indicative of the status of the computer industry in 1976, when he wrote his letter (and when I hear your club was found). {04:47}

The people who were a part of the homebrew computer club, were used to the computer industry and apart of a community. And they shared: all communities are based upon sharing, whether its the sharing of information or its the sharing of the tools which that community depends upon. {05:03}

Sharing had never before been a serious problem in the computer industry. During the 1950s and the 1960s, computers costs hundreds of thousands, if not millions, of dollars, and the people who bought computers expected to receive the rights to use the programs on those computers and expected to receive the source code for the programs on those computers. They needed the source code to improve the programs. So everyone had the source code in the fifties and the sixties. {05:30}

During the 1970s, and the short-lived days of the minicomputer, people shared source code often — some of the people in this room probably shared source code through groups like the DEC User Society (DECUS). {05:42}

So the hobbyists of the homebrew computer club were used to sharing. They had been exposed to it through their college days or through their work where they worked with computers. {05:53}

On the other hand, Mr. Gates saw a business opportunity: as the number of computers went from a few thousand in the seventies to a few million in the eighties, Mr. Gates saw an opportunity to sell software. If each person who owned a computer bought one copy of software, there would be an opportunity to make a lot of money. {06:14}

But there was a problem in Mr. Gates’s plan, and the problem was illustrated by the actions of the members homebrew computer club. The problem was that people who are a part of a community will share with each other. And when they’re sharing a program, you’re not making any money. {06:28}

Mr. Gates needed to alienate users from each other — he needed to make them not be part of a community so that they wouldn’t share And ironically, it was the invention of a member of the homebrew computer club, one of the people who could’ve shared Altair BASIC, that allowed Mr. Gates to alienate users from each other. {06:49}

That member of the Homebrew Computer Club was brilliant engineer Steve Wozniak, and his invention was the Apple. The first Apple was a kit, somewhat like the Altair, but the second Apple was a complete pre-assembled computer that you could buy, plug into the wall, plug into a monitor, press the power-on button, and expect it to work. {07:09}

The Apple II was targeted towards hobbyists, but hobbyists didn’t buy it — not very many of them at least. The problem was that hobbyists were quite content buying kits, going down into the basements where they could hide from their wives and their chores and assemble the computer in bliss. So the Apple computer didn’t sell very well. {07:32}

What changed Apple’s fortunes was the invention of a Harvard Business School undergraduate, and his invention was VisiCalc: the first spreadsheet. The spreadsheet was immediately deemed a business necessity, and 700,000 copies of VisiCalc were sold within its first few years. But VisiCalc only ran on one computing platform initially: the Apple II. So every new sale of VisiCalc was accompanied by a new sale of an Apple II computer. {07:58}

IBM executives, watching the sales figures for Apple, became quite interested in joining this microcomputer market, and they rushed to market their own microcomputer, the personal computer [(the PC)]. {08:12}

Built upon a mostly-open hardware platform, the ROMs for the IBM were soon cloned, allowing a commodity PC market to begin. As the people who were building PC-compatible computers didn’t really innovate, at least initially, we had a deluge of very similar computers, and with all of these similar computers, there was only one thing they could compete upon: price. {08:42}

As the prices of PCs dropped precipitously, more and more people (like the people in this room), were able to buy their first computers. They all had the opportunity to come out and join user communities — like PACS — but a lot of them didn’t. And they accepted for themselves self- imposed isolation from their fellow users. Because they weren’t part of the community, they didn’t care about sharing, and Mr. Gates found it quite easy to alienate them from each other — to tell them that the price of getting software was that they couldn’t share with each other. {09:13}

Mr. Gates used his business model to build the multi-billion dollar empire we’re all familiar with today. {09:25}

Now before the microcomputer revolution, one of the most innovative computer research labs was the Massachutes Institute of Technology’s Articifical Intellegence lab. The artifical intellegence lab was staffed by many of the original hackers — hackers, being in this case, a term of great respect for someone’s programing skills.

The hackers of the artificial intellegence lab did most of their programing in the lisp programing language. Lisp was a programing language ideally suited to solving artificial intellengence problems, but it also had a certain elegence, a certain grace.

The hackers at the articifical intellegence lab fell in love with lisp. They began writing programs in lisp that were unrelated to their work in artificial intellegence. One of the things they wrote was an entire operating system: written in lisp, configured through lisp, and completely based upon list. The problem was that, when they wrote this in the early seventies, there were no computers in the world powerful enough to effectively run the lisp operating sytem.

So they wrote it out on magnetic tape, and put it on the shelf, and they almost forgot about it. Until the late seventies and the early eighties when computing processor power had increased to the point when it became feasable that people could build a computer to run the lisp operating system.

Hackers began to leave the artificial intellegence lab to form companies, two comanies in particular, to build the computer to run the lisp operating system. They were very excited about it.

One of these companies was called Symbolics. Symbolics licensed a copy of the lisp operating system code from MIT and they began improving it. But they didn’t give their improvements back to MIT. And the last systems programer at MIT’s artificial intellence lab was quite upset about this. He had spent his own time adding features to it, working on it, and he wasn’t able to see the improvements, he wasn’t able to learn from them, and he wasn’t able to improve the improvements himself. He saw this as a violation of his rights.

He spent about a year fighting back against Symbolics, but after a year he decided he was working on a small piece of a bigger puzzles. And he quit his job at MIT to start writing a new operating system. An operating system that would give every user of that operating system the rights to learn from the computer programs, to learn from the operating system, and to improve it.

The new operating system he decided to write was based upon an old operating system. That old operating system was called Unix. Its pronouced the same way you pronouce the word for a castrated man, but its spelled different; its spelled U-N-I-X.

And Unix was a commercial operating system from the AT&T compnay. It had some enviable features which Mr. Stallman wanted to add to his new operating system.

His new operating system was called GNU. Its spelled G-N-U. Its an acronym; its a particular type of acronymn called a recursive acronymn. It stands for Gnu is Not Unix.

Speaking Notes

Opening

``First they ignore you, then they laugh at you, then they fight you, then you win.’’ Those are the words Mahatma Gandi used to describe the states of resistance to non-violent movements for change.

This evening, I want to introduce you to one of these movements, the free software movement. The free in free software means freedom; it’s the same free as in the terms free speech or free market.

I’m pleased to tell you that the enemies of free software are clearly fighting us, placing us only one step away from victory according to Gandi. But we’ve also been ignored and laughed at, and I will start tonight by telling you about how we overcame those challenges.

After you hear the history of the free software movement, you may want to join us, or you may just want to use the tools we created in order to create freedom for ourselves. Either way, I will introduce you to what it means to join the free softare community and I will do it as fairly as possible. I will tell you about the good parts and I will finish my speech by telling you about the not-so-good parts.

So let’s now start with the free software movement’s history, which begins during the heyday of the microcomputer revolution.

History

The End of Sharing by Bill Gates

  • History begins with the Altair
    • Micro Instrumentation and Telemetry Systems, or MITS
    • The Altair was named for the original destination of the U.S.S. Enterprise during the Star Trek episode Amok Time
  • No software on Altair
  • Gates Contacts MITS
  • Gates and Allen write the product, Altair BASIC
  • MITS agrees to sell it, but not right away
  • MITS and Mr. Gates begin hyping the product
  • Hyping an unrelease product fustrates hobbyists
  • (sound familar?)
  • [Describe Homebrew Computer Club Heist]
  • [Describe Mr. Gates’s reaction]
  • [Describe Mr. Gates’s opinion of sharing]
    • Called hobbyists theives
    • Believes people shouldn’t share if they want new software

[SPEAK LOUD]

Flashback to The Golden Years

  • Gates’s/HBCC actions indicative of computer industry status
  • The HBCC members were part of a community that encouraged sharing
  • Sharing never before been a problem in computer industry
  • In the 60s and early–70s computers cost 100-thousands, millions
  • And the people who purchase computers, expected the source code
  • Early computer hobbysts used to idea of program and source code availability
    • Exposed to the idea in their college days or from their jobs
  • Mr. Gates saw that, in a market with more comp-users than ever before
  • selling software by itself could become profitable
  • The only difficulty would be alienating the users from each other
    • so that they wouldn’t share
  • Ironically, a HBCC member presented Mr. Gates with that opportunity

[SPEAK LOUD]

Apple II & VisiCalc Commoditization Era

  • [Intro Woz]
  • [Intro Apple II]
  • Sales Sluggish
  • [Intro VisiCalc]
  • [Intro IBM Decision]
  • PC Soon Cloned
  • People who bought low-priced microcomputers
    • Put on desk
    • Turned on
    • Started using them
  • Most of them didn’t know about, or care about, hobbyist comm
  • Instead, they worked in isolation
  • Alone, they didn’t care abou sharing
  • With users self-impose isolation, Mr. Gates alienate them
    • Told them they couldn’t share with each other

[SPEAK LOUD]

RMS

  • Before Microcomputer Revolution
  • One of the Most Innovate Computer Research Labs
  • Staffed by Original Hackers
  • Hacker being, then, solely a term a well-deserved respect
  • MIT AI Lab
  • The Hackers Spent much time on Lisp
  • [Describe Lisp]
    • Ideally suited to solving AI programing problems
  • Lisp operating system
  • But Defense $$$ Dried up
  • And Microcomputers on the Rise
  • And staff left lab; about a dozen working for a commercial company, Symbolics
    • Symbolics licensed the lisp operating system code from MIT
    • And extended it
    • They kept the extensions secret and proprietary
  • Last systems programer at MIT fustrated by this secretive behaviour
    • He couldn’t see improvements to code he had worked on
  • His name, Richard Stallman
  • His quest, to fight back
  • Starts Internal
    • Reimpliments all Symbolics features by himself
    • Adds improvements to MITs code base for others to license
  • Goes external
    • New operating system
    • Based on old operating system
    • called Unix
      • Pronounced like the word for a castrated man
      • But spelled differently
    • Unix is commercial software from AT&T
    • Mr. Stallman’s new operating system is called GNU
    • spelled G-N-U
    • GNU is a recursive acronym that stands for…
  • Stallman believes society is increasingly depending upon computers
  • Computers wholely dependent upon software
  • So for free society, software would need to be free
  • If a comp-depend society depends on proprietary OS (redmond, Washington)
    • person who controls OS would control society
  • So for free society, software would need to be free
  • software is free if satisfies 4 critera Stallman formulated
    1. Freedom to use [Gator, a product mainly designed to display ads on your computer, has a license that prohibits: “You agree that you will not use, or encourage others to use, any unauthorized means for the removal of the GAIN AdServer, or any GAIN- Supported Software from a computer.”]
    2. Learn from code [Preventing learning from comp code like law code]
    3. Change the code [Need to change the law]
    4. Share the code [Sharing: good in itself, but also necessary to exercise #2 & #3]
  • Founding of GNU project: September 1983
  • Software Freedom Day in September

[SPEAK LOUD]

BSD, Sun, and AT&T

  • West Coast, Mid–1980s
  • 4 Collegues (like Stallman’s AI Collegues) UC@B/Stanford
  • One founder Bill Joy: famous programer & leader of the BSD project
  • BSD improvements on AT&T Unix
  • Not like installing new software
  • BSD modifies the program source code itself
  • Copies of BSD’s improvements are distributed within academia
  • Joy leaves project leader postion to help found Sun
  • Sun sells networked workstations with BSD pre-installed
  • But as Sun, ~companies, profited
  • AT&T got greedy; increase prices of Unix ($500,000)
  • Sun and other institutions asked BSD to stop adding new features
    • recreate Unix, please
  • While BSD developers considered switching from innovation to reimplimenation
  • Stallman asked them to consider making all of their work free software
  • In 1989, BSD developers begin working on reimplenting Unix; all of their
    • code is freed
  • Sun had become sucessful
  • They were approached by AT&T
  • AT&T sold Sun the rights to develop and distribute Unix
  • So in 1991, three things happened:
    1. BSD Developers finish
    2. Sun switches from distributing BSD to AT&T Unix (solaris)
    3. AT&T sues BSD developers (court injuntcion)
  • Without competetion from BSD
  • Sun continues AT&T’s tradition of selling expensive Unix systems

[SPEAK LOUD]

Cygnus

  • Back to 1989
  • Michael Tiemann, Standford
  • GNU Mannifesto by Stallman
  • John Gilmore; Sun & GNU Contrib
  • Found Cygnus, $6,000
  • Business model:
    • Go to five companies that use free software
      • Find one feature they all want in a free software program
      • Each company COULD hire programer to write feature themselves
      • Tieman will hire programer if each company pays 1/4 cost
      • Copanies save 75%
      • Cygnus makes 25%
      • Obviously, Cygnus makes more profit if more than five clients
      • Cygnus is very successful at finding clients
  • First Year: $725,000 in contracts
  • 10 Years later: $600 Million
  • Gilmore uses money to co-found EFF

[SPEAK LOUD]

GPL

  • By the Time Cygnus Founded
  • Free Software Licensing Divergence Crises
  • All free software programs have to have licenses
  • Copyright prohibition on sharing
  • Most FS Licenses Incompatible
  • Don’t allow sharing between programs
  • Even GNU Progs
  • Stallman Decides to Fix the Problem
  • Decides to write a new license
  • Three Goals:
    1. Ensure Software is Free
    2. Keep software free
    3. Make the license general and public
  • Result: GPL, 1989
  • GPL Widely accepted

[SPEAK LOUD]

Linux

  • 1990: Stallman Recieves Genius Grant
    • John D. & Catherine T. MacArthur
  • World Tour
  • Helsinki Talk
  • Linus Tired of Cold
  • Needs Sun Unix
  • Uses GNU Tools, Writes Kernel/Terminal Emulator
  • After Torvalds gets kernel to run on his computer
  • Releases software publicly, choosing GPL/Linux
  • Year: 1991
  • People D/L it, but if their hardware differs from Mr. Torvalds
    • Linux won’t run
  • Torvalds doesn’t want to add support for other hardware
  • Makes a deal istead:
    • Download the code
    • Add the support yourself
    • Send it to Torvalds
    • He’ll add it to the kernel
  • But Torvalds doesn’t have the hardware to test the code
  • So its up to people who encounter bugs to fix the bugs
  • The results Linux rapidly grows in features/hardware and has few bugs
  • Observing rapid growth of Linux kernel
  • Chester County PA: ESR
  • Free software drafts two type of users into producers: 1. Early adopters contribute bug fixes 2. Complainers could add features they wanted
  • Result is repid democratic-powered progress
  • ESR writes speech
  • Netscape Execs Hear Speech

[SPEAK LOUD]

Distros and ESR

  • Successful GNU+Linux combined with other FS
  • [Introduct Distributions]
  • Two distros in 1994: Debian, Red Hat
  • Debian sponsored by Richard Stallman and FSF
  • Red Hat a commercial company
  • Powring these distributions is the rapid expansion of the internet
  • The internet has begun re-uniting users who were isolated by the PC

[SPEAK LOUD]

Open Source

  • This is 1997, Microsoft is a Monopoly on Trial
  • On trial, in particular, is MS’s anti-competive behaviour towards Netscape
  • Netscape is winning the case, but losing the browser war
  • In a last-ditch effort, they free browser suite
  • Shortly thereafter, FS stragigists promote using the term open source
  • Biz accepts term
  • Stallman Rejects it
  • [Explain why]
  • Community split three ways: FS, OS, don’t care
  • But just using a particiular term gets you categorised into a certain camp

[SPEAK LOUD]

Present Day

  • Fast forward: last 10 years we published
  • Netscape -> Mozilla -> Mozilla Firefox
  • Yahoo! and Google are based almost entirely on free software
  • Sun Microsystems (BSD) largest corp. donator of FS code
  • User-friendlyness improves and G+L shipped on new computers
    • Wal-Mart, focus on low price, one of the first
  • G+L & other FS communities on the rise
  • Every prop soft company aware of free software
    • the advantages it can bring to their business
    • and the competetion it provides if they suck
  • Convincing evidence we’re winning:
    • microsoft.com/opensource

[SPEAK LOUD]

FEATURES

An Invitation

  • You’ve Heard History
  • I Invite You
  • A Global Community
  • A Local Community
  • Metaphorical Path
    1. Not to its end
    2. Your own pace
  • The Path
    1. Start Local
    2. Specialise in what you want
    3. Become Global
    4. Become an Expert

[SPEAK LOUD]

An Expert’s Life

  • FS Path Goes Expert
  • Experts Help Local Community
    • Speeches
      • Advocacy
      • Support
  • Help Global Community
    • Support
    • Documentation
    • Customisation
    • Advocacy
    • Code
  • Experts Make Money
    • People buy free software from names
    • People buy support from experts
    • People buy your opinions and advice and customisations
    • Cygnus: 6,000 in, $600 million out
  • Community Loves Business
  • Cygnus: sold support to big business, gave software to everyone

[SPEAK LOUD]

COSTS

Alienation

  • FS & FS Comms have Costs
  • Costs Not Bourne Intially
  • Hidden Costs
  • Will Tell You about them Upfront
  • Many FS programs Unix-only
  • Use any FS and you’ll hear about them
  • Some FS GNU+Linux-only
  • Treasure Trove of FS enticing you
  • If you use G+L: Uncomforable at first
  • Once comfortable, Windows uncomfortable
  • Uncomfort will alienate you from Windows users
  • First cost: you may be alienated from old user communities

[SPEAK LOUD]

R-e-s-p-e-c-t

  • FS Comms is real people
  • Prove your worth helping
  • Follow Golden Rule
  • Belittle, Troll, a pain — nobody will help you
  • If you want to be a pain, pay for support
  • Respect Easy to earn
  • We want you part of teh community
  • Be kind, honest, respect volunteer’s time
  • Second cost: need to treat people with respect

[SPEAK LOUD]

Democracy and Debate

  • All FS users same rights
  • But not abilities
  • Or priorities
  • The perfect democracy
  • Stronger together than seperate
  • Can only do one thing at a time
  • So we debate what that things is
  • Types
    • Programers
      • Extroverts
      • Power users
      • Aesthetics
  • People suck at debates
  • Egos get in the way
  • Debate can be fustrating
  • More than one FS user quit community because of fustrating debate
  • But debate part of democracy
  • Third cost: tolerate debate or leave

[SPEAK LOUD]

Bugs v. Features

  • FS Dev. Open
  • Stable Release happen
  • No access limit to dev
  • Choice:
    • Newest features
      • Fewer bugs
  • Price of choice:
    • Constant Doubt
  • Going back to stable version, often difficult
  • Faster release cycles
  • FS comes with choice
  • Cost is you must choose

[SPEAK LOUD]

Facing Powerful Enemies

  • Enemies: software, media, telecomms
  • Their weapons: secrets, patents, lawsuits, FUD
  • Individuals: don’t get features
  • Local Comm: Talk about the weather
  • Global Comm: dedicate resources fighting back
  • Businesses: attacked

[SPEAK LOUD]

Transition

So the final, and most sever cost of joining the free software community, is enduring the attacks of our enemies. The attacks of our enemies are annoying, but their attacks are also a signal that, according to Gandi, we are only one step away from victory.

[SPEAK LOUD]

Conclusion

People, buying their first computer in the 1980s and early 1990s, bought the computer because of its technical potential. Most of them ignored the existing hobbyist community, accepted isolation, and accepted the terms of proprietary software which required that they remain alienated from each other, that they not share with each other.

Nearly two decades of isolation ended when the internet became widely available and computer users began to rediscover community. But many of these new communities are faced with the challenge of overcoming proprietary software’s requirement of alientation and its prohibition on sharing.

Some of these communities have successfully worked around the prohibiton on sharing by writing software for the web: if everybody in a given community, say photographers, can use the same web interface, say Flickr, then who needs to share software?

The web may negate people’s need to share their tools with each other, but it does not negate people’s needs to learn from and improve those tools. Free software has four requirements: that software be free to use for any purpose, be free to learn from, be free to change, and be free to share. Only tools that meet these four requirements can allow computer- dependent communities, and computer-dependent societies, to be free as in freedom.

So now you have a choice to join the free software community. You have the choice to begin learning from the tools you use. You have the choice to begin changing the tools you use. You have the choice to begin sharing the tools you use.

The free in free software stands for freedom. Its free as in free speech or free market. Its free as in free choice. So choose now.

[SPEAK LOUD]

Thank you very much.

Acknowledgements

I thank the members of CHLUG, RUSLUG, and LUG/IP for letting me practise trial versions of this speech on them. In particular, I am deeply indebted to comments from Bryan Quigley, Daniel Zuckerman, Sakuramboo, and Chris Leyon. I thank Joe Terranova for driving me to the speech. I especially thank Jim Fisher and the Pennsylvania Ubuntu Local Community for inviting me and the Philadelphia Area Computer Society (PACS) for hosting us all.

Todo

  • Link to pictures
  • Finish trasnscription
  • Linkify Acknowledgements